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LWM Advisory Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History

LWM Advisory Services’s Portfolio VTIP Stock Details VTIP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-6,604
Closed -$338K – 124
2022
Q1 		$338K Sell
6,604
-1,950
-23% -$99.8K 0.42% 73
2021
Q4 		$440K Buy
+8,554
New +$440K 0.55% 53